A Value View - The Merchants Trust PLC Podcast
A Value View is a series of topical podcasts from The Merchants Trust, focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts Hosted on Acast. See acast.com/privacy for more information.
Episodes
In this episode of A Value View, The Merchants Trust's Simon Gergel, Andrew Cosh and Richard Knight explore what previous market bubbles can teach long-term investors. Genuine technological change can sometimes lead to excessive enthusiasm, clouding the judgement of even risk averse investors. They consider how the fear of missing out can draw investors towards the crowd, and why many investors fail to identify bubbles before they ...
In this episode of A Value View, The Merchants Trust brings together its three Portfolio Managers together for the first time to offer a behind-the-scenes look at how investment decisions are made. Lead manager Simon Gergel is joined by Andrew Cosh and Richard Knight to discuss how different perspectives, constructive challenge and collective experience help shape the portfolio.
The team explains how potential investments are scruti...
In this episode of A Value View, Simon Gergel, lead fund Manager at The Merchants Trust, reflects on more than 30 years of investing through changing market conditions. From the dot-com bubble and the global financial crisis to COVID-19 and today's AI-driven market rally, Simon shares how experience has shaped his approach to investing and why discipline matters more than emotion.
Discover why successful investing isn't about be...
In this episode of Value View, The Merchants Trust lead manager Simon Gergel explores one of investing’s toughest challenges: maintaining conviction when markets move against you. Simon explains why conviction is not blind faith, but a disciplined process of constantly testing investment ideas, questioning assumptions and separating genuine risks from market noise.
Using Tate & Lyle as a real-world example, Simon discu...
Markets are noisier, faster and more reactive than ever. But does short-term thinking create long-term opportunity?
In this episode of A Value View from The Merchant’s Trust, lead manager Simon Gergel explores how modern markets have largely shifted away from individual stock picking towards momentum, passive flows and broad market positioning.
Simon discusses how short-term behaviour, driven by hedge funds, basket trades and f...
Hosted on Acast. See acast.com/pri...
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast...
In the latest episode of ‘A Value View’, host Jon Cronin gets Simon Gergel’s thoughts on the current outlook for the UK’s FTSE 100. On the one-hand, the FTSE hit an all-time high in February, on the back of bumper profits for several of its constituent stocks. But, on the other hand, there are questions around the future growth prospects of the London market after two major UK companies announced they intend...
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